Wyse Wealth Management

Lyndsay Robertson

I provide holistic financial planning advice to individuals and businesses in Edinburgh and the Lothians. Our advice is tailored to meet your personal and/or business objectives to help you meet your financial goals.

About

Prior to joining St. James's Place Wealth Management I had a successful career within the police force where I served for nearly 8 years. During this time I worked in several different roles before deciding to seek out a new challenge within the financial services sector.

I feel that I have been able to bring many of the skills I have learnt to this business and that these skills allow me to grow and drive my business forward with the upmost professionalism and integrity.

Wyse Wealth Management was established in 2017 when its Principal, Lyndsay Robertson, accepted an invitation to join St. James's Place Wealth Management.

Our investment management approach

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Award winning service

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.